T-Mobile US

T-Mobile US shares fell approximately 10.74% to $170.42 on mixed Q2 results, as softer postpaid net additions offset earnings surprises. Pre-market trading opened down 8.48% following the earnings release, with weakness extending through the regular session. Q2 revenue of $22.8 billion rose 8% year-over-year but missed expectations, while net income remained steady at $3.2 billion. Per-share earnings of $2.27 declined 12% year-over-year, and net profit margin compressed to 10.84%. Management raised cash flow guidance and returned $9.3 billion to shareholders year-to-date, yet concerns about near-term headwinds from new pricing plans and slowing subscriber growth weighed on the stock. From a valuation perspective, the stock has tumbled 34.84% from its 52-week high of $261.56 and now trades near the 52-week low, well below both 20-day and 60-day moving averages as investor sentiment deteriorates.

T-Mobile declined in regular trading, down roughly 2% as investors took profits after pre-market gains. The stock climbed to $194.86 by 09:29 ET in pre-market before sliding to $190.94 intraday, recovering to $191.20 post-market. Q1 earnings show operating revenue of $23.1 billion (+10.63% YoY) and operating income of $5.55 billion (+15.25% YoY), but EPS of $2.27 fell 12% YoY and net profit dropped 15.2%, reflecting cost pressures. Positive drivers include being named Mobile Network Test Champion by ETP3 for Q2 2026 and launching collaborations on Samsung's new Galaxy Foldables. Analysts remain constructive; Bank of America maintains a $275 price target. Valuation-wise, shares are down 4.33% year-to-date, trading 27% below the 52-week high of $261.56, but well above the 60-day moving average of $186.7. Market cap stands at approximately $210 billion with a PE of 19.96. Recent management transitions and persistent profit headwinds warrant monitoring.

TMUS fell 2.52% to 190.71 from previous close of 195.64, reflecting profit-taking pressure after recent volatility. Pre-market reached 196.05 before declining through the regular session to 190.77, with post-market showing a spike to 194.75 that failed to hold. Q1 2026 revenue reached $23.1 billion, up 10.63% year-over-year, but net profit declined 15.2% and EPS fell 12.02% to $2.27, indicating profitability headwinds amid revenue growth. From a valuation standpoint, the stock trades at 19.94x PE and $210.2 billion market cap, positioned 27% below its 52-week high of $261.56 but above its 60-day moving average of $186.68, down 4.41% year-to-date. On a positive note, operating income grew 15.25% year-over-year and net margin expanded to 10.84%, suggesting operational efficiency improvements.

T-Mobile closed up 1.67%, with stock advancing from $192.43 to $195.64 as intraday strength dominated the session. Pre-market trading posted a modest 0.93% decline to $191, but from 09:30 ET onward the stock rallied sharply, gaining 2.06% during regular hours to touch an intraday high of $196.01. The upside reflects recent positive momentum: Morgan Stanley named the stock a 'Top Pick,' while analysts reiterated a $275 price target citing robust free cash flow and EBITDA expansion. Q1 results support this backdrop, with revenue of $2.31B up 10.63% year-over-year and operating income climbing 15.25%, despite EPS declining 12% from accounting items. Price-wise, shares sit above their 20-day and 60-day moving averages but remain down 1.97% year-to-date and 25.2% below the 52-week high of $261.56. Concerns over satellite competition appear to be fading, though the stock's 20.45 P/E and 3.86 P/B valuations suggest investors remain measured. The company is set to execute a mandatory stock split on July 29, 2026, with BDR holders receiving six additional shares per existing share, which may drive technical volatility near-term.

T-Mobile surged 2.33% to $197.35 in premarket trading, driven by approaching quarterly earnings and a July 29 stock split, but surrendered gains during regular hours, peaking at $198.625 before sliding to $189.92 intraday and closing near flat at $192.43. Q1 results revealed divergent trends: revenue rose 10.63% YoY to $23.1B and operating income grew 15.25%, while EPS declined 12% to $2.27 and net profit fell 15.2%, signaling margin compression relative to topline expansion. Morgan Stanley maintains its 'Top Pick' rating with an unchanged $275 price target, citing robust free cash flow and EBITDA growth. Technically, the stock trades at 20.1x forward PE, 26.43% below its 52-week high of $261.56 yet above its 20-day and 60-day moving averages. Post-market weakness extended the decline to $190.21, reflecting investor caution ahead of detailed earnings disclosure and the upcoming stock split execution.